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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1016 | 1177 | 1051 | 1247 | 1702 |
Fund Return | 6.74% | 1.61% | 17.71% | 1.69% | 4.52% | 5.46% |
Place in category | 323 | 115 | 276 | 131 | 211 | 28 |
% in Category | 70 | 21 | 63 | 27 | 53 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Cnsrv Gr Inv | 10.3B | 7.28 | 1.03 | 4.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.1B | 10.11 | 4.20 | 7.44 | ||
Vanguard Wellesley Income Inv | 8.75B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 5.99B | 7.59 | 2.14 | 4.29 | ||
American Funds Income Portfolio A | 5.7B | 9.64 | 3.88 | 5.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.58 | 240.78 | -0.95% | |
Broadcom | US11135F1012 | 1.26 | 163.25 | -1.27% | |
Merck&Co | US58933Y1055 | 1.19 | 97.44 | +0.93% | |
ConocoPhillips | US20825C1045 | 1.18 | 113.43 | +0.30% | |
J&J | US4781601046 | 1.12 | 153.11 | +0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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